- JPMorgan Chase (New York, NY)
- …of 3 years of experience in the travel industry as an Leisure Travel advisor , with proficiency in Sabre GDS. + Ability to communicate clearly and professionally with ... independently and collaboratively within a team, under the direction of a manager . + Experience in arranging domestic and international travel for clients, including… more
- City National Bank (New York, NY)
- …this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients ... of the needs of Entertainment Banking Teams and Business Manager Relationships to provide tailored advice in collaboration with...formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- IBM (Buffalo, NY)
- …pipeline management and demand generation ~3x of signing targets. * Be a trusted advisor to our clients, LCP to drive AWS migration projects to deliver clients ... * Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term...to this work arrangement must be preapproved by your manager before any changes are made. This Job can… more
- Citigroup (Smithtown, NY)
- …the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as ... of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Manage daily onboarding requests for all divisions of Mizuho + End to end onboarding ... codes (for example SIC/Sector Codes) + Familiarity with Investment Advisor Public Disclosure and Edgar sites, along with necessary...part of the recruitment process . Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- JPMorgan Chase (New York, NY)
- …solutions with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for ... to generate actionable ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams' chats to provide… more
- IBM (New York, NY)
- …architecture of scalable, secure, and high-performance solutions across Adobe Experience Manager (AEM), Adobe Experience Platform (AEP), Adobe Target, and Adobe ... Campaign. * Serve as a technical advisor to clients, translating business needs into Adobe-driven solutions that enhance customer journeys and marketing… more